Account Type**** ********Account Owner***** ******Account Opps/Deals**** ******Closed Won • Nov 24**K $Closed
***** ****Worked in execs roles at *** together from 2021-2024****** ******Worked in the same department at *** together from 2021-2024
TiaaChief Executive Officer, TIAA Wealth Management & Advice SolutionsSep 20 - PresentEverbankMember Board of DirectorsAug 23 - PresentIntrafiMember Board Of DirectorsMar 22 - Present
Dean MansfieldPresident CEOView Profile, dean mansfieldAlex FineCEOView Profile, alex finePat SullivanCEOView Profile, pat sullivan